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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $70.2B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 824 New
Page 40 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 EVRG EVERGY INC Utilities 5,862.0 $425K 0.00% NEW $72.49 +14.1%
782 TRGP TARGA RES CORP Energy 2,286.0 $422K 0.00% NEW $184.50 +45.0%
783 GHC GRAHAM HLDGS CO Consumer Defensive 378.0 $415K 0.00% NEW $1098.60 +0.9%
784 TNC TENNANT CO Industrials 5,522.0 $407K 0.00% NEW $73.70 +12.0%
785 XPEV XPENG INC Consumer Cyclical 18,536.0 $376K 0.00% NEW $20.28 -20.5%
786 HELE HELEN OF TROY LTD Consumer Defensive 16,967.0 $361K 0.00% NEW $21.25 +10.3%
787 CPB THE CAMPBELLS COMPANY Consumer Defensive 12,853.0 $358K 0.00% NEW $27.87 -27.8%
788 ENTERGY CORP NEW 3,865.0 $357K 0.00% NEW $92.43
789 OSPN ONESPAN INC Technology 26,613.0 $342K NEW $12.84 -5.1%
790 UNFI UNITED NAT FOODS INC Consumer Defensive 10,035.0 $338K NEW $33.67 +53.4%
791 ARES ARES MANAGEMENT CORPORATION Financial Services 2,090.0 $338K NEW $161.63 -23.6%
792 BSY BENTLEY SYS INC Technology 8,770.0 $335K NEW $38.16 -16.0%
793 PHI PLDT INC Communication Services 15,129.0 $329K NEW $21.74 -10.9%
794 MOS MOSAIC CO NEW Basic Materials 13,510.0 $325K NEW $24.09 -5.9%
795 CORPAY INC 1,078.0 $324K NEW $300.93
796 RBRK RUBRIK INC. Technology 4,126.0 $316K NEW $76.48 -17.9%
797 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 9,740.0 $304K NEW $31.21 +13.1%
798 GGB GERDAU SA Basic Materials 80,595.0 $297K NEW $3.69 +27.6%
799 RMAX RE MAX HLDGS INC Real Estate 39,086.0 $297K NEW $7.59 +18.7%
800 LNN LINDSAY CORP Industrials 2,479.0 $292K NEW $117.87 -9.7%
Page 40 of 42  ·  824 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.5%
Financial Services 14.3%
Communication Services 11.7%
Healthcare 11.1%
Consumer Cyclical 10.2%
Industrials 5.7%
Consumer Defensive 3.7%
Basic Materials 3.0%
Real Estate 1.8%
Energy 1.6%